Hayden Johnson is a financial advisor at Edward Jones in Lakewood, Colorado, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked at Elite Drains and Plumbing and attended the University of Colorado Boulder. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of advisors and offers a variety of discretionary and non-discretionary investment strategies under a fiduciary standard.

Keith Cusack is a financial advisor with LPL Financial, holding a Series 66 designation and 25 years of industry experience. He previously worked at Ameriprise, Cetera Advisor Networks LLC, and Hinds Financial Group Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. It offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Brooke Phillips is a financial advisor at Morgan Stanley in Denver, CO, holding a Series 66 designation and bringing six years of industry experience. Her career includes two separate terms at Morgan Stanley totaling eight years, as well as roles at The Vermont Economic Development Authority and KW Closings, LLC. She also has a background with The University of Vermont. Morgan Stanley Wealth Management provides advisory and brokerage services to individual and institutional clients, offering comprehensive financial planning supported by firm-approved tools and a structured discovery process. The firm manages approximately $2.74 trillion in client assets and offers a range of investment programs including estate planning and customized financial strategies.

Sonia Rebollo Mc Closkey is a Series 66 licensed financial advisor with Edward Jones in Westminster, CO, where she has worked since 2010. She has 16 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and manages approximately $1.01 trillion in assets through a nationwide network of over 23,700 financial advisors.

Colton Wise is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds the Series 66 designation and has worked at firms including Guggenheim Partners and J2 Partners before joining J.P. Morgan in 2021. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, delivering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Daniel Goldberg is a financial advisor at Osaic with 10 years of industry experience. He holds a Series 66 designation and has worked with Osaic Wealth Goldberg Zessin Investment, LLC since 2019, following a three-year tenure at Royal Alliance Goldberg Investment Advisors. In addition to his advisory work, Goldberg is a partner in an income tax planning and preparation firm and is an IRS Enrolled Agent authorized to represent clients before the IRS. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to multiple investment platforms. The firm employs various portfolio construction tools and supports both discretionary and non-discretionary account management, with services including third-party money managers and wrap programs.

Hadley Griggs is a financial advisor at J.P. Morgan Securities with a Series 66 designation and has been with the firm since 2025. Prior to joining J.P. Morgan, Griggs attended Boston College and held roles at Prudential Insurance Company of America and The Atlanta Braves. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations, delivering services on a non-discretionary basis.

Teagan Mcgee is a financial advisor at Wells Fargo Advisors in Louisville, CO, holding Series 63 and Series 65 licenses. Mcgee has been with Wells Fargo Advisors since 2025 and has experience working at Grand Canyon University as well as serving as a Beverage Cart Assistant at The Ranch Country Club. Outside of advisory work, Mcgee assists members at the country club by serving drinks on the golf course during weekends. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides a range of investment and financial planning services to individuals, trusts, and institutional clients. The firm offers tailored recommendations using proprietary research and planning tools, with services that include retirement, education, risk, and wealth-transfer planning, along with specialized planning for business transitions, sports and entertainment, special needs, and divorce.

Anna Schaefer is a Series 66 credentialed advisor with J.P. Morgan Securities in Denver, Colorado. She has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2026. Prior to her current role, she had positions at Deloitte and Global Medical Response. She also has experience with nonprofit work at the Boulder Shelter for the Homeless and involvement in local business ventures including The Post Chicken & Beer. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework to support its recommendations.

Noel Culberson is a financial advisor with Wells Fargo Advisors in Louisville, CO, holding a Series 66 designation and 22 years of industry experience. He previously worked at Morgan Stanley, Citigroup Global Markets, and UBS Financial Services. Culberson serves on the investment committee of the Boulder Community Foundation. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning services including retirement, education, risk, and wealth-transfer planning. The firm integrates advisory services with various financial product offerings through a large network of advisors.

James Wildman is a financial advisor with Raymond James & Associates in Denver, CO, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has worked with Raymond James & Associates since 2018 and previously held positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he is co-signer on a residence used to house his son and three others. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services, utilizing a range of portfolio management styles supported by extensive research and model manager options.

Darci Chrisman is a Wealth Management Planning Consultant at Fidelity Investments, where she collaborates with Wealth Management Advisors to develop personalized wealth plans tailored to clients' financial goals and legacy aspirations. She has been in this role since 2018. Prior to her current position, Darci held various roles within Fidelity Investments, including Senior Relationship Manager from 2013 to 2018, Manager of Service & Trading from 1998 to 2006, and Trading Representative from 1993 to 1998. She also served as Vice President of Operations at Goldman Sachs & Co, LLC between 2006 and 2008. Outside of her professional work, Darci enjoys activities such as biking, running, skiing, traveling, spending time with family, and watching movies.

Heidi Tickle is a financial advisor with Merrill in Denver, CO, holding Series 63, Series 65, and Series 66 licenses and bringing 23 years of industry experience. She has been with Merrill since 2018 and previously worked for the Financial Industry Regulatory Authority for five years. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering both model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Nicholas Yip is a financial advisor with Morgan Stanley in Denver, CO, holding Series 63 and Series 65 licenses and possessing 23 years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank, National Association since 2016. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Marques Lopez is a financial advisor at Fisher Investments with 15 years of industry experience. He holds a Series 65 credential and has been with Fisher Investments since 2007. Outside of his advisory role, he is the owner of several real estate rental properties. Fisher Investments serves a global client base, including institutional and high-net-worth individuals, providing discretionary portfolio management across equity, fixed-income, and blended mandates. The firm employs a centralized investment process combining quantitative and qualitative analysis to construct diversified portfolios and offers sub-advisory and retirement plan services.

Benjamin Bailey Jr. is a financial advisor with Edward Jones in Lafayette, Colorado, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he worked at King Soopers for 14 years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and overlay tax-efficient services, operating under a fiduciary standard with approximately $1.01 trillion in assets under management.

Stephanie Aragon is a financial advisor at Robert Baird & Co. with 11 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Baird since 2019 following positions at Morgan Stanley Smith Barney LLC, TD Ameritrade, and Scottrade. Based in Denver, CO, Aragon is part of a large team within Baird’s Private Wealth Management department. The DDK Group at Robert W. Baird serves individual, corporate, pension, and charitable clients, offering a variety of services including financial planning, portfolio management, and brokerage. Baird’s advisory services feature multiple separately managed account strategies, tax management, and ongoing manager oversight supported by internal research and tools.

Brannon Johnson is a CFP® and holds a Series 66 license with 10 years of industry experience. He has been with UBS Financial Services Inc. in Denver, CO since 2016. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Walter Canizales is a financial advisor with Morgan Stanley in Denver, CO, holding Series 63 and Series 66 credentials and six years of industry experience. Prior to joining Morgan Stanley, he worked at TIAA-CREF Individual & Institutional Services and US Bank. Morgan Stanley Wealth Management serves both individual and institutional clients, providing tailored financial planning and a wide range of advisory programs supported by firm-approved planning tools and investment research.

Cory Nye is a financial advisor with LPL Financial in Denver, Colorado, holding a Series 66 designation and 16 years of industry experience. He previously worked at Edward Jones for 10 years before joining LPL Financial in 2020. Nye operates his advisory business under the name Cory Nye Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning, asset management, and institutional platforms, supported by proprietary research and technology tools.